Defaqto buys fund research and ratings agency RSMR

Data provider Defaqto, owned by SimplyBiz parent Fintel, has conditionally acquired fund ratings and research agency RSMR for an undisclosed amount, subject to regulatory approval.

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Söderberg takes stakes in 3 IFA firms as expansion continues

Swedish wealth manager Söderberg & Partners has invested in three more adviser firms as it expands its financial advice presence in the UK.

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Skerritts buys £540m AUM Planner in second deal this week

Acquisitive South Coast-based wealth manager and financial adviser Skerritts has made its second acquisition this week with the purchase of London-based Black Swan Financial Planning.

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Skerritts buys £400m AUM Surrey Financial Planner

Acquisitive South Coast-based wealth manager and financial adviser Skerritts has acquired £400m AUM Surrey Financial Planning firm KMG Independent Limited - and its sister firm KMG Investment Management Limited - for an undisclosed sum.

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